Requesting an IRS Tax Return Transcript online is easy!
Note: HESAA does not consider personal copies of your federal tax return acceptable documentation.
Requesting an IRS Tax Return Transcript
Visit www.irs.gov.
Under “File”, select the "Get Your Tax Record" option.
Click on the “Get Transcript online” icon.
Click on “Create Account”
You will be prompt to register in order to use this service, click “Continue”
Enter required information exactly as it appears on your tax return (SSN, date of birth, street address and zip code)
then click “Continue”.
Enter the required data to request a “Return Transcript” which is the second option on the drop down menu.
Select the appropriate tax year then click “Continue”.
Requesting an IRS Tax Return Transcript online
IMPORTANT TIPS
• Remember to keep a copy of your tax RETURN TRANSCRIPT for your records before you submit it.
• If requesting by mail, it will be printed on both sides, make sure to copy both sides.
• When submitting tax RETURN TRANSCRIPT(S), be sure to include the student's name and Social Security Number
or NJHESAA ID # on the Transcript(s).
Requesting an IRS Tax Return Transcript by mail
Download and print the “Request for Transcript of a Tax Return” form 4506-T by visiting:
http://www.irs.gov/pub/irs-pdf/f4506t.pdf. Follow the instructions on the form and mail it to the address
provided on the instructions. Do not mail form 4506-T to HESAA.
IMPORTANT TIP
When requesting the IRS Federal Tax Return Transcript, please remember that it is the tax RETURN TRANSCRIPT,
NOT the Account Transcript. See images below:
YES
NO
Requesting an IRS Tax Return Transcript by phone
Revised 11/01/2018